'MPS is a service not a product'

PA360 panellists on value and compliance

Sophia Panayi
clock • 3 min read

Managed portfolio services are ‘a service, not a product’, panellists reminded delegates at PA360.

RBC head of intermediaries Ian Kloss, Tikker CEO and co-founder Tom Whittle, Fidelity International head of MPS and institutional solutions sales Graham Folley and The Lang Cat CEO and founder Mark Polson discussed the evolution and challenges of MPS in a maturing market. The importance of value The panel included a discussion on the importance of value to advisers. Kloss stressed: "We all have a responsibility to deliver a value proposition via DFM providers, financial advisory business or platform. We are all in the same game." However, Kloss noted that the fundamentals of the ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Mark Sanderson: Makes sense for FCA to undertake MPS 'health check'

Mark Sanderson: Makes sense for FCA to undertake MPS 'health check'

Consumer Duty has accelerated MPS market as upcoming review looms

Sophia Panayi
clock 06 October 2026 • 3 min read
P1 and PIMCO launch retirement MPS for UK advisers

P1 and PIMCO launch retirement MPS for UK advisers

Available from 1 October

Sophia Panayi
clock 29 September 2026 • 2 min read
Evelyn Partners expands MPS with onshore bond wrappers

Evelyn Partners expands MPS with onshore bond wrappers

Rolls service out across major adviser platforms

Isabel Baxter
clock 14 September 2026 • 2 min read